Scott Lundy is a CFP-designated registered investment advisor at Eubel Brady & Suttman, based in Dayton, OH, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 797 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eubel Brady & Suttman Asset Management's (EBS) fees for managing your investments are based on a percentage of the value of your portfolio. The specific rate depends on the type of portfolio (balanced or equity). These fees are negotiable.
Balanced Portfolios:
- First $1,000,000: 1.00% per year
- Next $1,500,000: 0.80% per year
- Above $2,500,000: 0.70% per year
Equity (All-Cap, Large, and Mid-Large) Portfolios:
- First $2,500,000: 1.00% per year
- Next $2,500,000: 0.80% per year
- Above $5,000,000: 0.70% per year
Mutual Fund Portfolios:
- Flat 0.50% to 0.70% per year
Location
10100 Innovation Drive, Suite 410, Dayton, OH, 45342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eubel Brady & Suttman
State Registrations3 states
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